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FIDAX vs FIDCX
FIDAX vs FIDCX Comparison
Open Charts FIDAX vs FIDCX
JHancock Financial Industries A
Price$17.08
Change-$1.14 (-6.26%)
VolumeN/A
Net Assets370.9M
JHancock Financial Industries C
Price$14.23
Change-$0.95 (-6.26%)
VolumeN/A
Net Assets370.9M
FIDAX vs FIDCX Comparison Chart
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FIDAX vs. FIDCX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIDAX is a Buy and FIDCX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX (371M) and FIDCX (371M) have equal amount of cash in the bank . FIDAX pays higher dividends than FIDCX: FIDAX (1.14) vs FIDCX (0.54). FIDAX was incepted earlier than FIDCX: FIDAX (29 years) vs FIDCX (26 years). FIDCX (1.98) is less costly to investors than FIDAX (1.28). FIDAX (61.00) and FIDCX (61.00) have comparable annual turnover. FIDAX (1000) and FIDCX (1000) have matching initial minimum investment requirements. FIDAX annual gain was more profitable for investors over the last year : 10.09 vs. FIDCX (7.50). FIDAX return over 5 years is better than : 51.54 vs. FIDCX (38.67).
| FIDAX | FIDCX | FIDAX / FIDCX | |
| Total Expense Ratio | 1.27 | 1.97 | 64% |
| Annual Report Gross Expense Ratio | 1.28 | 1.98 | 65% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -0.332 | -0.531 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 371M | 100% |
| Annual Yield % from dividends | 1.14 | 0.54 | 209% |
| Returns for 1 year | 10.09 | 7.50 | 134% |
| Returns for 3 years | -0.56 | -5.17 | 11% |
| Returns for 5 years | 51.54 | 38.67 | 133% |
| Returns for 10 years | 10.33 | -4.01 | -258% |
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